|
⚲
|
| Percent Advisors LLC
✚
|
|
|---|---|
| CRD # | 318890 |
| SEC # | 801-136174 |
| CIK # | |
| AUM | $70.0 M (2026-06-26) |
| Employees | 2 (100% Investors, 100% Brokers) |
| Phone | 646-876-5141 |
| Address | 145 E 57 St New York, NY 10022 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Cadence Group Platform LLC | 2026-04-02 | 56.2 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 27 | 13.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 56.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 28 | 70.0 |
| By Discretionary | ||
| Discretionary | 28 | 70.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 28 | 70.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 70.0 | |
| Total | 28 | 70.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Global Investment Advisory LLC
✚
|
GA | 0.1 |
|
Madison Global Advisors LLC
✚
|
NY | 0.1 |
|
Planrock Investment Management LLC
✚
|
TN | 0.1 |
|
Polaris Financial LLC
✚
|
0.1 | |
|
IBN Advisory Services Inc
✚
|
NY | 0.1 |
|
Marin Wealth Advisors LLC
✚
|
CA | 0.1 |
|
Tanaka Capital Management Inc
✚
|
CT | 0.1 |
|
Capital Management Associates Inc
✚
|
MN | 0.1 |
|
Santara Wealth Management LLC
✚
|
CA | 0.1 |
|
Structure Wealth Partners LLC
✚
|
FL | 0.1 |